NorthRock Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

NorthRock Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22M	Buy
2025 Q2	–	Sell
2025 Q1	$10K	Sell
2024 Q4	$22.9K	Buy
2024 Q3	$20.1K	Sell
2024 Q2	$24K	Buy
2024 Q1	$16.7K	Sell
2023 Q4	$48.9K	Buy